• Catch-ups for multiple year ends

    Hello, I've come back to work doing bookkeeping and I have two clients that need their bookkeeping records caught-up, both use Sage 50 Premium (2022). Their accountant told them to get Sage Accounting, wouldn't have been my choice given the restrictions…
  • Finish History

    Why am I getting this message when trying to finish history and start new fiscal? CAD Balance $635.00 Total Outstanding Canadian Dollars Invoices and Prepaid Order $0.00 Total Outstanding United States Dollars Invoices and Prepaid Order (US$0.00 USD…
  • Errors when trying to finish entering history and start a new year.

    When I try to start a new year I am told I need to finish entering history. However I have not been able to finish entering the history on the accounts, because it says I have accounts that are not linked. When I try to link an account where needed my…
  • Inventory Balance Without Inventory

    FormerMember
    FormerMember
    I'm new to bookkeeping and have taken over from someone else who set up the books. I am unable to close history due to Inventory B having a value of $1,000 entered into history but not having any actual inventory linked to it. Error reads: The total…
  • Can not leave history mode

    Hi There, All finished entering all the historical data into the program and my chart of accounts is all balanced however when I try to leave historical mode, the following memo pops up: Checking Customers... The sum of your Customers' information…
  • Historical Payroll Deductions

    Previously, access to more than 2 years of payroll reporting history was available. I find that 2 years of history is not enough without having to restore backups when reconciling payroll records. Specifically this is related to custom deductions. I…
  • entering vendor's payable balance after history closed

    Can you set up a vendor's payable balance after closing history transactions and moving on to a new year? The payable balance is recorded in the credit cards payable account but is not specific to a vendor. I'd like to create the vendor and show the balance…
  • entering payable after history closed

    I've missed a Credit Card Payable balance and have now closed my history and entered a new year. Is it still possible to enter the payable balance, and if so how ? Thanks
  • Correcting Sales Tax opening balance

    We upgraded on Jan 1 to Sage 50 2015 from Peachtree 2009. One of the effects is that all our outstanding Accounts Receivable were entered as historical entries. It appears that they were entered on Jan 1 merely as the total due, without breaking out the…
  • RE: Finish Entering History

    Hi Skylar, You will have to exit History mode before you can do any auto-payroll (if you do subscribe to our payroll service). You can go to History in the menu bar of the home screen and select Finish Entering History. Then, you will be able to exit…
  • Finish Entering History

    Hi everybody, I have been doing my bosses books for 2014. I have entered almost every transaction and am now trying to do the payroll part. When I click Paycheques, I get a message saying that I have not finished entering all the historical entries. I…
  • clients info does not = current balance of prepaid deposits...

    Hi, I am at year end, and would like to close the history mode. When I try to close, it tells me: "The sum of your Clients' information does not equal the current balance of account 2460 Prepaid Sales/Deposits. -$310.16 Total Deposit and Prepaid Order…
  • Modify invoices entered in historical mode

    Hi, I have a friend brought me his business laptop and asking me for fixing the issues in SA 50 2013 pro ver. Here is the issue: The company is a new business which started in July 1, 2013 ( also fisical yr) with yr end of June 30, 2014. Session date…
  • Sole Proprietor to Corporation

    I have a new customer who has recently changed from sole proprietor to a corporation for her bakery. She is the only director and owns 100% of the shares in the corporation. This is the first time she will be using Sage as she only used Excel before.…
  • Finishing History

    Hi, I am trying to finish entering the history, but when I try it says, "Either client's historical info, or the opening balance of account 1020 Cash to be Deposited, or both , is incorrect." The difference is - 55.87 in the 1020 Cash to be deposited…
  • System entered payments to my historical invoices!

    I was checking & finishing entering historical invoices that are overdue, when I saw some invoices I had entered on anther day, have now been paid. I did not enter those payments. All of these payments were recorded on June 1, 2013. Our fiscal year end…
  • Historical Transactions

    Hi, I entered transactions in historical mode that I want to move to another customer (there are two different names on the invoices, but they are the same customer). So, I wanted to delete the transactions and delete the second customer account.…
  • Program Doubling GST/HST Owing (Refund) Amount

    Hi, I'm setting up a new company and have gotten stuck in the Liabilities section of my chart of accounts. I've been given only two amounts to put in for this sections: GST/HST Adjustments and ITC Adjustments. I've put in the GST/HST Adjustment as a…
  • RE: Start up of Company

    Hi Monty, If you do not see History in the menu bar or no Historical Transactions tab in customer or vendor records, it means that data file is no longer in history. You will not be able to go back to History mode, but you can enter the invoices through…